Peggy Wu, CAIA, brings 25+ years of investment industry experience, including roles with Fidelity, Wellington, Mellon Capital, Henderson Global Investors and Aviva Investors. Her marketing expertise combines leadership with hands-on execution across key functions including product marketing, content, events, advertising, and PR/media relations.
At LPL Financial, Peggy gained an insider's perspective on what resonates with due diligence teams and financial advisors, resulting in more effective marketing.
Peggy brings strong alternative investment knowledge across hedge funds and private markets, built through work experience and CAIATM credentials. She currently serves as Chapter Executive of CAIA Carolinas.
Peggy founded PW Investment Marketing to give asset managers flexible access to experienced marketing leadership and execution, helping them stay nimble as needs and budgets evolve.
Peggy also runs a branded merchandise business that complements her consulting work, helping clients tangibly extend their brands and support broader marketing efforts.
An avid traveler, Peggy has lived in 6 countries and traveled to 50+ countries. She is fluent in Mandarin Chinese and conversational in Japanese and Spanish.
Peggy holds an MBA from UC Berkeley’s Haas School of Business and a BA from Northwestern University.
